Alan J. Reef

Portfolio Manager, Managing Director

Mr. Reef is a Portfolio Manager, Equity Research Analyst and Investment Committee member for Cary Street Partners. He brings over 30 years of experience in various roles in the financial services industry. Alan’s equity research responsibilities include many Financial Services companies, as well as being a generalist.


  • Tradition Capital Management, Portfolio Manager, Managing Director
  • Crest Advisors, Chief Executive Officer and Chief Investment Officer
  • Overbrook Management, President, Chief Executive Officer and Chief Investment Officer
  • Brundage, Story and Rose, Managing Director, Director of Research, Investment Policy Committee Member and Research Analyst


  • New York University, Stern School of Business, MBA
  • Wharton School of the University of Pennsylvania, BS